Category Archives: Cocktail Investing Podcast

CES 2018: What it all means for our Connected Society Investment Theme

CES 2018: What it all means for our Connected Society Investment Theme

This week Tematica’s investing mixologists Chris Versace and Lenore Hawkins are back to discuss the technology-infused CES 2018, an annual tradeshow, and how the products and services revealed at the event reflect our Connected Society, Disruptive Technologies, Aging of the Population, Affordable Luxury, Aging of the Population and Safety & Security investing themes.

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Black Friday Clicks vs Bricks

Black Friday Clicks vs Bricks

In this week’s episode of the Cocktail Investing Podcast, hosts Lenore Hawkins and Chris Versace digest all of the data coming in from the official start of the 2017 Holiday Shopping Season and the shakeout between the brick and mortar retailers versus the impact of online sales.

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Autonomous Vehicles: The Future is Now

Autonomous Vehicles: The Future is Now

There has been array of headlines about autonomous vehicles in recent weeks, which can lead to questions and sometimes confusion as investors new and old look to understand the opportunities as well as potential risks and timing That’s why on this week’s episode of Cocktail Investing, we’re sharing an excerpt of our conversation with Brad Stertz, Director of Government Affairs at Audi, to put some context and perspective around the market opportunity for autonomous vehicles.

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The Rise and Fall of the Middle-Class Part 1

The Rise and Fall of the Middle-Class Part 1

The expanding global middle class will account for nearly half of all consumption in the coming years. In this week’s podcast episode we discuss the where and why behind this new middle-class and how it is reshaping industries and business models at Amazon (AMZN) and General Motors (GM) to McCormick & Co. (MKC) and many, many more

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Connected Society: Exploring the Ever More Interconnected World

Connected Society: Exploring the Ever More Interconnected World

We live in a world in which nearly all that is known to mankind is available in the palm of one’s hand. Lenore and Chris talk about how the profound waves of innovation driving this interconnectedness have created headwinds that destroyed some of the most well-known global brands and tailwinds that have led companies that didn’t even exist 10 years ago to be international superstars.

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